View RFIs

4 Minutes to read

The 'Boards' interface shows all RFIs created for the project under various stages. The project managers of general contractors and subcontractors can perform the following actions from this interface.

General Contractor	Subcontractor	Architect/Engineer/Consultant
Create RFIs	Create RFIs	Create RFIs
Review and forward RFIs created by PM of SCs	Review and forward RFIs created by their foremen	View details of RFIs assigned to them
Review and forward RFIs created by foremen of the GC	Answer RFI created by their foremen	Answer the RFIs that are assigned to them
Answer RFIs from their foremen or an SC PM	Forward RFIs to PM of GC	Forward RFI's to their juniors or people with special knowledge for clarifications
Set up a workflow for an RFI and forward it to the next step	Close RFIs from their foremen
View details of RFIs assigned to them	Answer the RFIs for which they are assigned as the responder
Reject an RFI from their foreman or the PM of an SC	Forward RFI's to their juniors or people with special knowledge for clarifications
Review, approve, and close RFIs, after receiving responses from the assigned parties.

The RFI interface:

Open the project management console
Click 'RFI' on the top
Click 'Boards' on the left

The interface shows the project's RFIs under various stages.

Use the buttons on the top right to switch between the list view and the grid view.

List view:

The list view shows the RFIs as a list with their details:

RFI No - The serial number of the RFI
RFI Name - The subject of the RFI. Click the name to open the RFI.
Created On - The date on which the RFI was generated
Created By - The contractor who generated the RFI
Due By- The deadline date of the RFI. Due dates of RFIs that are imminent and overdue are indicated with color backgrounds.
- Yellow - Due within this week
- Red - Overdue. The due date has passed.
Trade Type - The division of work to which the RFI pertains
Priority- The criticality of the RFI. The priority level is also indicated by color codes:
- Red - High
- Orange - Medium
- Blue - Low
RFI Type - The classification indicating the purpose of the RFI. Whether the RFI is for clarification, confirmation, missing details in the specs/plans, etc.

Sorting options - Hover your mouse over a column header and click the arrow that appears to sort the rows in alphabetical order of items in that column.

Search and Filter options - Use the Find, Filter, and table customization options on the right to search, filter, add/remove columns, etc. See Search, Filter, Column Customization, and Table Views for guidance on this.

Grid View:

The grid view shows the RFIs as cards under different stages.

Stages:

Draft - The RFIs created by you and yet to be routed.
Assigned to me- RFIs pending your action.

General Contractor	Subcontractor	Architect/Engineer/Consultant
RFI's created by you. You can set up a workflow and forward them to the next step.	RFI's created by you. You can edit the questions or new ones and forward them to the next step, typically to the GC.	RFI's created by you. You can edit the questions or new ones and forward them to the next step, typically to the GC.
RFI's forwarded by PMs of SCs and foremen of your own company. You can review the details, edit the questions, provide answers, set up a workflow with due dates for each step, and forward them to the next step. You can also reject RFI's that need not be sent to the architect for clarification.	RFI's created by the foremen of your own company. You can review the details, edit the due dates and questions, give answers, and forward them to the next step, typically to the GC.	RFI's assigned to you and pending your response
RFIs returned to you after being responded to by the assigned respondent, typically the design team, viz. architects or engineers.

Progress - RFIs that have been created or routed by you and pending reply
Closed - RFIs that were reviewed, approved, and closed by GC within the past seven days. RFIs that were closed before the past seven days can be viewed from the 'Closed' screen. See View and download RFIs for more details.

Each card shows the at-a-glance details of the RFI:

1	-	The serial number of the RFI.
2	-	The title of the RFI.
3	-	The creation date of the RFI.
4	-	The contractor company that raised this RFI.
5	-	The criticality of the RFI. The priority is also indicated with color codes: Red - High Yellow - Medium Blue - Low
6	-	The stakeholder with whom the RFI is pending a response.
7	-	The trade or division of work carried out by the contractor company that created the RFI.
8	-	The classification of the RFI based on its purpose, whether the RFI is for clarification, confirmation, missing details in the specs/plans, etc.
9	-	The date within which the RFI has to be closed. The due date from an RFI is calculated from the number of days permitted for each step in its workflow. For RFIs that are due shortly and overdue, the due date is highlighted to indicate the criticality. Yellow - The RFI is due within the next seven days Red - The RFI is overdue
10	-	The number of days remaining before the due date. For overdue RFIs, it shows the number of days past the due date. Blue - The RFI is due after the next week (seven days) Yellow - The RFI is due within this week (seven days) Red - The RFI is overdue

Click a card to expand the RFI.

You can review the questions, set up a workflow, route them to the appropriate party or answer them if assigned to you for a response, depending on your role in the workflow.

The example below shows an RFI assigned to the GC for review and setting the workflow.

Tip:

You can chat with the team members and the participants of the RFI at any stage. Click the

button on the top right. See Chat and collaborate on RFIs for more guidance.

See the following sections to know more:

Was this article helpful?

What's Next

Create an RFI

Contact Us

4010 Moorpark Ave #228, San Jose, CA 95117

+1 (833) 546-2720

info@linarc.com